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iShares Core S&P Mid-Cap ETF

1,924 hedge funds and large institutions have $53.9B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 754 increasing their positions, 677 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 55

32% more capital invested

Capital invested by funds: $40.7B → $53.9B (+$13.2B)

13% more funds holding in top 10

Funds holding in top 10: 306346 (+40)

11% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 677

9% more funds holding

Funds holding: 1,7681,924 (+156)

5.45% more ownership

Funds ownership: 377.32%382.77% (+5.4%)

74% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $41.6M

Holders
1,924
Holders Change
+156
Holders Change %
+8.82%
% of All Funds
30.93%
Holding in Top 10
346
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+13.07%
% of All Funds
5.56%
New
244
Increased
754
Reduced
677
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$12.4M +$787K +16,295 +7%
ASN
352
Advisory Services Network
Georgia
$12.4M +$1.33M +27,625 +12%
DA
353
Drake & Associates
Wisconsin
$12.3M -$63K -1,305 -0.5%
CWAF
354
Core Wealth Advisors (Florida)
Florida
$12.2M +$179K +3,695 +1%
TWP
355
Tower Wealth Partners
Pennsylvania
$12.2M +$161K +3,335 +1%
LPAM
356
Lodestar Private Asset Management
California
$12.1M +$12.1M +250,115 New
HP
357
Hilltop Partners
Indiana
$12.1M +$12M +249,375 New
NA
358
NewEdge Advisors
Louisiana
$12M +$1.41M +29,240 +9%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$12M +$12M +247,870 +41,312%
CB
360
Community Bank
New York
$12M +$1.81M +37,545 +18%
TCOV
361
Trust Company of Vermont
Vermont
$12M +$11.6K +240 +0.1%
AMG
362
Asset Management Group
Connecticut
$11.9M +$87.4K +1,810 +0.7%
LIM
363
Leavell Investment Management
Alabama
$11.9M +$348K +7,195 +3%
B
364
Bailard
California
$11.9M -$290K -6,005 -2%
BWP
365
BSW Wealth Partners
Colorado
$11.8M -$439K -9,090 -4%
MSA
366
Marino Stram & Associates
Massachusetts
$11.7M +$103K +2,125 +0.9%
PIC
367
Platt Investment Counsel
Florida
$11.7M +$1.86M +38,480 +19%
SQA
368
Simon Quick Advisors
New Jersey
$11.7M -$186K -3,855 -2%
MWM
369
Marietta Wealth Management
Georgia
$11.7M +$134K +2,765 +1%
CWM
370
Castle Wealth Management
Florida
$11.6M -$7K -145 -0.1%
IF
371
Ironwood Financial
Arizona
$11.6M +$57K +1,180 +0.5%
CT
372
Cambridge Trust
Massachusetts
$11.5M -$201K -4,160 -2%
UWPG
373
Ullmann Wealth Partners Group
Florida
$11.5M +$164K +3,400 +1%
CA
374
Centerpoint Advisors
Massachusetts
$11.5M -$1.14M -23,685 -9%
AWM
375
AAF Wealth Management
Massachusetts
$11.5M -$85.5K -1,770 -0.7%

IJH Hedge Fund Activity: Q4 2022 in Review

1,924 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2022, worth a combined $53.9B — up 32% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new IJH positions and 55 closed out — a net gain of 189 holders — while 754 added to existing stakes and 677 trimmed.

The largest buyer was Cottage Street Advisors, adding an estimated $1.04B. The largest seller was Citigroup, cutting an estimated $362M.

  • 1,924 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2022, up from 1,768 in Q3 2022.
  • Funds reported $53.9B of iShares Core S&P Mid-Cap ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 244 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2022 and 55 closed out, a net change of +189 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2022 was Cottage Street Advisors, an estimated $1.04B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2022 was Citigroup, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2022.